Financial Advisors Helping YouFind Your Freedom

Financial freedom isn’t just about money. It’s about finding your why and aligning your resources to pursue it. Carson Wealth’s financial advisors help you define that why and create a financial plan that lets you live out your unique vision of freedom.

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Money doesn’t have to be complicated.

The Find Your Freedom Planning Promise™

Our holistic approach covers every facet of your financial picture. We tailor every decision to move you closer to your why.

You-Focused Financial Plan

We create a customized, you-focused financial plan presented in plain English that starts with your unique vision of financial freedom.

Transparent, Straightforward Fees

We want you to always know and understand what you’re paying your advisor – and how those fees apply to your investments.

The Find Your Freedom Planning Promise™

You-Focused Financial Plan

Transparent, Straightforward Fees

The Carson Wealth Difference

The Find Your Freedom Planning Promise™

Our holistic approach covers every facet of your financial picture. We tailor every decision to move you closer to your why.

You-Focused
Financial Plan

We create a customized, you-focused financial plan presented in plain English that starts with your unique vision of financial freedom.

Transparent, Straightforward Fees

You’ll always know and understand what you’re paying your advisor – and how those fees apply to your investments.

Retirement Readiness Quiz

Do you feel ready for retirement? Our quiz will give you a better idea of where you stand and how it relates to your goals.

Does your retirement plan stack up? Let’s find out.

Question 1 of 6

How old are you?

This number determines how much time you have to prepare for retirement.

Question 2 of 6

What is your current or most recent annual income?

Use your gross annual income before taxes and other deductions. This number helps gauge your ability to save.

Question 3 of 6

What are your total retirement savings so far?

This number should include 401(k)s, IRAs, etc., plus any employer contributions to help determine your retirement readiness as of today.

Question 4 of 6

How much do you save each month for retirement?

This number helps determine whether you’re on track to have enough money saved by retirement age. Be sure to include contributions going to your workplace savings account [e.g., 401(k), 403(b)] or IRA or another savings account. Don’t forget to include your employer’s contributions. Use your best guess if you don’t know the exact amount.

Question 5 of 6

How will your expenses change when you retire?

Keep in mind, your standard of living will likely change when you retire. Will your mortgage be paid off? Will you save money on your daily commute? Will you spend more on travel or entertainment?

I’ll spend less

I’ll spend the same

I’ll spend more

Question 6 of 6

How would you describe your investment style?

Conservative: Lower risk for capital preservation

Moderate: Taking on moderate risk for moderate returns

Growth: Accepting more risk to seek higher returns

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Who We Serve

At Carson Wealth, our goal is to help you pursue your goals, whether you’re
just getting started, preparing for retirement, or well into your golden years.

At Carson Wealth, our goal is to help you reach your goals, whether you’re just getting started, preparing for retirement, or well into your golden years.

BUSINESS OWNERS AND EXECUTIVES

I want to help my business continue to thrive, while also planning for retirement and succession.

PRE-RETIREES

I want to protect the wealth I’ve acquired and put it to work for me so I can continue to grow my assets.

RETIREES

I’m already retired and want to make sure my legacy is protected (and I don’t run out of money anytime soon).

PRIVATE CLIENT

I’m a high-income earner with complex needs that require sophisticated, specialized solutions.

YOUNG INVESTOR

I’m a young professional looking to expand my family, eliminate debt and help grow my wealth.

What We Do

You define freedom. We’ll design the path to help you get there.

From financial planning to retirement planning and everything in between, our guidance is designed with one goal in mind: to help you find your freedom.